CRM & Sales Automation for Manufacturing Businesses

Manage leads, track opportunities, forecast revenue, and align sales with production — all in one intelligent CRM.

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Higher Lead Conversion
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Sales Cycle Reduction
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Revenue Visibility
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Follow-Up Accuracy

Calculate Your CRM & Sales ROI

Measure the financial impact of structured sales processes, automation, and real-time sales visibility

Sales & CRM Inputs

Estimated Annual Benefits

Revenue Growth from Better Conversions ₹0
Recovered Lost Leads ₹0
Sales Team Productivity Gain ₹0
Admin & Follow-up Automation Savings ₹0

Total Estimated ROI / Year ₹0

* ROI is calculated using conservative CRM & sales automation benchmarks. Actual results may vary based on team size, deal value, and sales maturity.

CRM & Sales Automation Implementation Plan

Deploy a structured CRM and sales automation system to improve conversions, visibility, and revenue predictability

1

Sales Process & Funnel Assessment

Analyze current sales workflows, lead sources, approval structures, and conversion gaps.

  • ✔ Lead source & channel mapping
  • ✔ Sales stages & deal lifecycle
  • ✔ Role & access definition
2

CRM Configuration & Data Setup

Configure CRM modules, pipelines, pricing rules, and approval workflows.

  • ✔ Lead, account & opportunity setup
  • ✔ Pipeline stages & probability logic
  • ✔ Quotation & order workflows
3

Automation, Integration & Field Sales

Enable automation, ERP integration, communication workflows, and field tracking.

  • ✔ Follow-up & reminder automation
  • ✔ WhatsApp, email & ERP integration
  • ✔ GPS-based field sales tracking
4

Go-Live, Training & Optimization

Launch CRM for sales teams and optimize performance using analytics.

  • ✔ Sales team onboarding & training
  • ✔ Funnel & conversion analysis
  • ✔ Revenue forecasting & optimization

Industries We Empower

Dotone’s AI-driven automation solutions are built to solve real-world challenges across diverse industries

Automotive

AI-based quality inspection, production monitoring, and assembly verification for automotive plants.

FMCG & Packaging

Label inspection, inventory automation, and real-time production analytics.

Pharmaceuticals

Compliance-ready quality inspection, batch traceability, and audit automation.

Electronics

PCB inspection, component verification, and precision defect detection.

Metal & Fabrication

Surface defect detection, welding quality, and productivity tracking.

Textiles & Apparel

Fabric defect inspection, roll tracking, and production efficiency monitoring.

Built for Manufacturing Sales

  • ✔ Long and complex B2B sales cycles
  • ✔ BOM-based pricing & quotations
  • ✔ Dealer, distributor & channel sales
  • ✔ ERP, inventory & production linkage
  • ✔ Multi-location & field sales teams

Not a Generic CRM

Dotone CRM is purpose-built for manufacturing, engineering, and industrial businesses — where pricing, approvals, production, and delivery matter as much as closing the deal.

CRM & Sales Capabilities

Lead & Opportunity Management

Capture leads, qualify opportunities, track deal stages, and manage pipelines with full visibility.

Sales Pipeline & Forecasting

Accurate revenue forecasts based on probability, historical performance, and AI insights.

Quotations & Pricing Control

Generate quotations with approvals, discount rules, and margin protection.

Salesman & Field Tracking

GPS-based field activity tracking, visit logs, and performance analytics.

Order → Invoice Flow

Convert confirmed deals directly into sales orders, production plans, and invoices.

Sales Analytics & Dashboards

Real-time dashboards for pipeline health, conversion rates, and team performance.

CRM & Sales Automation Features

End-to-end sales automation designed for manufacturing and B2B businesses — from lead capture to order execution.

Lead Management

Automatically capture and centralize leads from websites, WhatsApp, calls, distributors, and field sales into a single, structured pipeline.

Sales Pipeline Tracking

Visual, stage-based pipelines with deal value, probability scoring, and expected closure dates for accurate forecasting.

Quotation & Order Management

Generate quotations linked with BOMs, pricing rules, discount limits, and approval workflows — seamlessly converting deals into orders.

Follow-Up Automation

Automated reminders, emails, WhatsApp messages, and task assignments ensure no lead or opportunity is ever missed.

Field Sales Tracking

GPS-based salesman tracking, visit reports, customer activity logs, and performance analytics for complete field visibility.

Sales Analytics & Reports

Conversion ratios, funnel leakage analysis, revenue forecasting, and team-wise performance dashboards for data-driven decisions.

Sales CRM Technical Resources

Architecture, automation workflows, and implementation guides for modern sales and revenue operations

CRM Architecture & Data Model

Reference architecture covering lead capture, pipelines, accounts, opportunities, automation, and analytics.

View Documentation

Sales Automation & Security

Role-based access, data security, audit logs, and compliance for sales, partners, and field teams.

Read Whitepaper

CRM Implementation Playbook

Step-by-step guide to deploy CRM, onboard teams, automate workflows, and scale revenue operations.

View Guide

Build a High-Performance Sales Engine

Unify leads, pipelines, field sales, and analytics into one intelligent CRM system that drives predictable revenue growth.

✔ Lead-to-Revenue Automation ✔ AI-Powered Sales Insights ✔ Scalable Sales CRM Platform